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| Provider | Service type | Compensation |
|---|---|---|
WEAVER C. BARKSDALE & ASSOCIATES1+ years Filed as: MARTIN & COMPANY, LP Service code 27 · EIN 62-1398934 | Advisory (Plan) | $75,879 |
Filed as: MERRILL LYNCH Service code 21 · EIN 13-2638166 | Bank Trustee | $33,753 |
TENNESSEE PENSION ADMINISTRATORS1+ years Service code 15 · EIN 62-1757444 | Recordkeeping | $10,798 |
PUGH & COMPANY, PC1+ years Service code 10 · EIN 62-1142155 | Accounting | $9,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,425 | $57,108+47.8% | $94,229-10.4% | $52,331+61.3% |
| Participation rate | 100.0% | 72.9%+27.1pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | -0.19% | 1.47%-1.7pp | 10.68%-10.9pp | 4.54%-4.7pp |
| Employer contribution / active EE | $5,237 | $1,735+201.8% | $3,587+46.0% | $1,882+178.3% |
| Participant deferral / active EE | $1,535 | $3,040-49.5% | $4,320-64.5% | $3,022-49.2% |
| Admin fee / account holder | $655 | $546+19.9% | $6,269-89.5% | $592+10.8% |